Our Team

Bringing a combined 100 years of experience to providing you with sound, reliable financial advice to help you achieve financial independence and peace of mind.

Tom Weichel, CLU

Investment Advisor

Tom Weichel has been providing professional investment advice to clients for over 30 years. For decades, his clients have relied on his expertise to maximize their wealth so they can realize their life goals. Both business owners and families come to Tom seeking expert inves...

James Bisson, CFP®, EPC

Associate Advisor

James joined Weichel & Associates in July, 2017, as an Associate Advisor in our Cobourg Office. Through his extensive 20 plus year career, James has worked in various roles with several large Canadian financial organizations. His experience in investing, business and tax pla...

Jane Clarke

Administrative Assistant

Jane Clarke is responsible for all administrative duties in the Cobourg office. With over 30 years of experience in customer service, including more than a decade in the financial services industry, Jane understands the unique needs of keeping an investment services team org...

Debra Weichel

Office Manager

For our clients’ convenience, Weichel & Associates maintains two offices – one in Peterborough and one in Cobourg. Debra Weichel ensures that both locations run efficiently. She has more than 25 years of experience in administration and bookkeeping, and is always looking aft...

Iris Blaceri

Executive Assistant

Iris joined Weichel & Associates in the fall of 2017. As Tom’s Executive Assistant, Iris is the liaison between Tom and his clients. Iris enjoys interacting with clients and makes superior customer service her top priority! Iris was born in Albania and came to Canada in Sept...

Our Consultants

Suzi Wills

Financial Advisor IPC Investment Corporation

Suzi Wills works with IPC Investment Corporation’s Advisors and clients to create customized investment strategies. With more than 25 years of experience in the investment industry, Suzi has witnessed market fluctuations over the years but has always maintained the trust of our clients by providing consistent, sound advice.

Through IPC Investment Corporation, Suzi provides access to best-in-class portfolio managers from leading investment firms around the world. The Weichel Team depends on Suzi for her deep knowledge of the right products and services to help our clients maximize their potential. Suzi prides herself on listening to each client’s situation, and tailoring their portfolio to best support their goals. From helping a young client open an RESP to determining appropriate retirement income streams for our most senior clients, Suzi considers it a privilege to be part of that experience. Suzi has earned and maintained the trust of her clients by focusing on financial planning solutions that work.

R. Mark Porter, BBA

Vice-President, The Protectors Group – Benefits

Rana Chauhan

Chief Investment Strategist, Counsel Portfolio Services

Michael Kelly, CIM®, FCSI®

Regional Vice President & Portfolio Manager, IPC Private Wealth

Corrado Tiralongo

Chief Investment Officer, Counsel Portfolio Services

Supporting the communities within which we work

At IPC, we built IPC Cares to bring together the various efforts we make towards enhancing the communities within which we operate. By adopting causes that are close to our hearts, we keep ourselves committed and accountable.

Last year alone, as a company, we supported the aid efforts on the Fort McMurray fires, palliative care through The Healing Cycle Foundation and women and children through The Salvation Army.

Perhaps the most significant effort we undertake, and one that we believe is representative of the kind of work that inspires and keeps us committed to our Corporate Social Responsibility(CSR) efforts, is the community development project in Honduras with The Carpenteros & Friends. Last year’s project involved a group of IPC staff and Advisors volunteering their time and energy on the ground. Very little is as inspiring and rewarding as living the lives of the people you’re helping, and every one of the people who took the journey came back a changed person, even more determined to stay committed to making a difference in the world!

We also made countless small but significant contributions of our time and resources within our communities through many grassroots charities we believe in, and the ripple effect of their efforts are always rewarding.

Disclaimer: The information contained herein is for ON residents only and does not constitute an offer to sell or solicit sales in any other Canadian or foreign jurisdictions. IPC Securities Corporation is a member of the Investment Industry Regulatory Organization of Canada as well as a member of the Canadian Investor Protection Fund. Investment Planning Counsel is a fully integrated Wealth Management Company. Mutual Funds available through IPC Investment Corporation and IPC Securities Corporation. Securities available through IPC Securities Corporation. Insurance products available through IPC Estate Services. IPC Private Wealth is a program offered by IPC Securities Corporation. To Know Your Advisor, please refer to the IIROC.